6:30am-4:00pm

Monday to Friday

2660 Townsgate Road #450

Westlake Village, CA 91361

(800) 984-3302

New Clients

Welcome!

Please click the “Open Data Gathering Workbook” link below to open the Data Gathering Workbook. Please fill in as much information you are comfortable with sharing. Your details are kept strictly confidential as per our Privacy Policy.

Once completed, please email the Data Gathering Workbook to info@degrootefinancial.com, fax it to (805) 230-0061 or mail it to 2660 Townsgate Road, Suite 450, Westlake Village CA 91361.

If you have any questions, please do not hesitate to call our office at (805) 230-0111.

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